Unclaimed Profile

Randall Scott Ponder

SILICON VALLEY WEALTH ADVISORS, LLC·SAN JOSE, California

Series 7, Series 31, Series 6336 years registeredSILICON VALLEY WEALTH ADVISORS, LLC

3190 S. BASCOM AVENUE, SAN JOSE, CA 95124CRD# 1898706Firm CRD# 106017

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Randall Scott Ponder · SAN JOSE, CA

Registration

CRD #1898706 · SILICON VALLEY WEALTH ADVISORS, LLC · 36 years registered

Brand Profile

Not yet started

Career History

ALLWORTH FINANCIAL, L.P.

Dec 2023 – present

SILICON VALLEY WEALTH ADVISORS, LLC

Nov 2019 – Jan 2024

SAN JOSE, CA

PONDER FINANCIAL GROUP

Jul 1990 – Aug 2023

HALF MOON BAY, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Registration record

First registered · July 20, 1990

Years registered · 36

Disclosure History

2004Customer Dispute·Settled

1995Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SILICON VALLEY WEALTH ADVISORS, LLC

CRD 106017 · SEC 801-41892

AUM

$329M

Regulatory assets under management

Employees

796 client accounts

Services offered by SILICON VALLEY WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SILICON VALLEY WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Randall Scott Ponder offer?

Randall Scott Ponder specializes in Financial Planning, Investment Management. Contact their office in SAN JOSE, California for a consultation.

What are Randall Scott Ponder's credentials?

Randall Scott Ponder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Randall Scott Ponder located?

Randall Scott Ponder is based in SAN JOSE, California, working with SILICON VALLEY WEALTH ADVISORS, LLC. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.

How does Randall Scott Ponder charge for services?

Randall Scott Ponder's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SILICON VALLEY WEALTH ADVISORS, LLC?

SILICON VALLEY WEALTH ADVISORS, LLC has approximately 6 employees and manages $329M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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